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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (3588)	11/24/1999 8:42:00 PM
From: Catcher	Read Replies (1) \| Respond to of 13582

in your opinion if NOK wins Q's handset business will it be positive for NOK stock?

To: marginmike who wrote (3588)	11/25/1999 1:39:00 PM
From: DaveMG	Read Replies (4) \| Respond to of 13582

I guess I'm not a believer in the Nokia buyout story. I'd give it a somewhat higher probablility than ATT converting to CDMA some time in the next few years, but not much more. What would be the rational for Nokia, despite the research note (Alex Cena?)which was published a couple of weeks ago.If they want ASICs they can just buy them without buying a division that would have to be retooled to fit their handset profile. They're unlikely to stick the Nokia name on a THinPhone.Persumably they'd be able to negotiate a good ASIC deal for themselves. I don't get it. For Q, any deal with preferential ASIC treatment for NOKIA would threaten Samsung and other very important customers. Moreover, if Nokia CDMA ASICs are as weak as people around here think/claim they are then Q doesn't really have to worry about Nokia do they? ANd if NOK ASICs are better than people think they are then NOK really wouldn't want the handset division. They've certainly proved they know how to ramp up production withought purchasing outside factories. Selling the handset division to Nokia won't create more CDMA subs/royalties. Perhaps an agreement with NOKIA that included WCDMA Asics would make sense for Q, but otherwise I don't see it. I agree with Slacker. The Qualcomm powered Samsung clamshell flip phone is the hottest thing on the CDMA mkt. Nokia's tri-mode 6185 looks old fashioned, feels bulky in comparisonto it and to the ThinP,and costs more. Perhaps this pricing scheme is testimony to Nokia's market preeminence, I don't know. If I were Motorola I'd be deeply worried about Samsung. This phone has such great resemblance to the StarTac but is cheaper and has a bigger, better display. Q's victory in the MOT patent infringement suit was a big victory for Samsung, and others too. Not that I have the slightest reason to hope that it'll happen but my personal favorite would be IBM which would definitively signal the arrival of a new era. Included in the deal might be HDR and 1XRTT powered laptops,GSM/CDMA ASICs, and a long term foundry relationship with which to take on INTC. Gobble Gobble...Dave